Send a referral to clients for Automattic for Agencies products and hosting

Manage your clients’ products without managing their billing. Assemble a cart of hosting, Jetpack plugins, or WooCommerce extensions, send your client a payment link, and earn commissions on their purchases.

You can deliver the referral in two ways:

• Send by email: Automattic for Agencies emails the referral link to your client on your behalf.
• Copy and send manually: Copy the referral link to your clipboard and send it to your client in your own email or message.

In this guide, you will learn how to build a referral cart, customize the client experience, and send or copy the referral link.

• Referral links are valid for 14 days after they are sent.
• You can add one WordPress.com site per referral cart. To refer multiple WordPress.com sites, send separate referrals.
• You can add any Pressable hosting plan to a referral cart.
• You can combine hosting and plugins or extensions in a single referral cart so your client completes one purchase.

Follow these steps to build a referral cart:

1. Navigate to Marketplace in your Automattic for Agencies portal.
2. Toggle on Referral mode at the top of the page.
3. Toggle monthly or annual billing at the top of the page

4. Choose a product category from the sidebar. Select Hosting to refer WordPress.com or Pressable hosting, or select Products to refer Jetpack plugins or WooCommerce extensions.

5. Add products to your cart by browsing the available options across Hosting and Products and selecting the items your client needs.
6. Click the cart icon at the top right of the screen to review your selection, then click Checkout.

Follow these steps to complete the checkout and send or copy the referral:

1. Review the product summary on the left side of the checkout screen. Confirm the items and pricing are correct.

2. Fill out the form on the right side of the screen:
   • Enter your client’s email address.
   • Add a note describing the products and inviting your client to complete the purchase. Include any deadlines if applicable.
3. Choose your logo option (see the logo options section below).
4. Click “Preview referral email” to review your logo, message, and product list before sending.

5. Choose how to deliver the referral:
   • Click “Send” to email the referral link to your client through Automattic for Agencies.
   • Click “Copy link” to copy the referral link to your clipboard and send it to your client yourself.

When you check out, you can choose how your agency logo appears in your client’s checkout page and referral email. The Logo section on the checkout screen offers the following options depending on your setup:

• Use profile logo: Uses the logo from your Partner Directory profile, when one is available.
• Upload my logo / Use this logo / Use a different logo for this referral: This option adapts based on your existing logos:
  • “Upload my logo” appears if you have not yet saved a profile logo or referrals logo.
  • “Use this logo” appears if you have a saved referrals logo from a previous checkout but no profile logo.
  • “Use a different logo for this referral” appears if you have a Partner Directory profile logo and want to use a one-off logo for this referral.
• Send without logo: Sends the referral without any agency logo.

When you upload or reuse a logo, use a wide, banner-style image (recommended 800 × 320 px, JPG or PNG, up to 10 MB).

You can replace the logo before sending. Once you send a referral with a logo, it is saved and available to reuse in future referrals.

If you chose to “Send to Client” via the Automattic for Agencies email option, your client receives an email from agencies@automattic.com that includes your agency name, the products you selected, and a link to complete the purchase.

If you chose to “Copy referral link” the client will receive the link in the body of the email or message you manually sent them.

Upon opening the link from either method, they are taken directly to the checkout for the products. There they will enter their payment information and complete checkout.

If they already have a WordPress.com account using the email you entered when creating the referral cart, they will be prompted to log in. If they do not have an account using that email, we will create one for them.

Visit the Client Billing & Payments guide to learn more about your client’s experience.

To help you streamline client onboarding and reduce billing-related questions, Automattic for Agencies provides a co-brandable document: What to Expect: Your Experience with Automattic-Powered Billing.

Once your client completes the purchase, you receive an email notification. The product licenses appear on your Automattic for Agencies dashboard, where you can assign them to sites. Your client does not need to set up any of these products themselves.